# Alaska Forest Association Health & Welfare Plan
Source: https://planprovider.pro/companies/alaska-forest-association-920062073-501

> Alaska Forest Association's Health & Welfare plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alaska Forest Association

- **Sponsor EIN:** 920062073

- **Sponsor Address:** PO BOX 6, MUKILTEO, WA, 98275

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 354

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|354|$6.8M|$5.2M|$134,634|

| 2023|319|$6.6M|$5.2M|$138,261|

| 2022|300|$6.0M|$5.1M|$186,700|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERCER US INC|Other Service Provider|$119,406|—|$119,406|

| VIMLY BENEFIT SOLUTIONS|Other Service Provider|$107,316|—|$107,316|

| CLIFTONLARSONALLEN, LLP|Auditor|$34,650|—|$34,650|

| MADISON SCOTTSDALE INVESTMENT|Other Service Provider|$26,617|—|$26,617|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $287,989

- **Estimated Expense Ratio:** 4.266% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$477,515|$26,617|$107,316|$34,650|—|

| 2023|$364,276|$25,385|$106,973|$31,500|—|

| 2022|$366,992|$25,348|$106,675|—|$32,286|

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